Dimensional Etf Trust shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $225k | 8.2k | 27.41 |
2024-06-30 | $255k | 9.9k | 25.87 |
2024-03-31 | $457k | 19k | 24.72 |
2023-12-31 | $487k | 20k | 24.11 |
2023-09-30 | $494k | 22k | 22.57 |
2023-06-30 | $776k | 33k | 23.46 |
2023-03-31 | $1.1M | 30k | 36.79 |
2022-12-31 | $2.2M | 102k | 21.95 |
2022-09-30 | $2.0M | 98k | 20.11 |
2022-06-30 | $2.1M | 89k | 23.15 |
2022-03-31 | $2.3M | 88k | 26.24 |
2021-12-31 | $2.0M | 73k | 27.34 |